+990.2%
IBKR vs P
+718.8%
+271.4%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +4.3% | -2.2% | +1.2% |
| 7D | -1.3% | -1.3% | 0.0% | -1.1% |
| 30D | -0.2% | -11.9% | +11.6% | +2.3% |
| 3M | +3.0% | +41.6% | -38.6% | -6.2% |
| 6M | +33.9% | +58.1% | -24.3% | +17.3% |
| YTD | +42.5% | +46.5% | -4.0% | +26.5% |
| 1Y | +44.9% | +19.1% | +25.8% | +32.6% |
| 3Y | +293.0% | +150.6% | +142.4% | +186.9% |
| 5Y | +497.7% | +271.8% | +225.9% | +285.4% |
| All | +990.2% | +718.8% | +271.4% | +470.0% |
Cumulative growth
Daily Returns
Daily percentage return beside P.
Daily Out/Under-Performance
Portfolio return minus P return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × P return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded P wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling